Ambarella (NASDAQ:AMBA) CFO Sells $241,528.29 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 4,577 shares of Ambarella stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total value of $241,528.29. Following the completion of the transaction, the chief financial officer owned 117,072 shares in the company, valued at approximately $6,177,889.44. This represents a 3.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link.

John Alexander Young also recently made the following trade(s):

• On Thursday, March 19th, John Alexander Young sold 3,038 shares of Ambarella stock. The shares were sold at an average price of $54.14, for a total value of $164,477.32.

Ambarella Stock Up 3.5%

Shares of Ambarella stock traded up $1.90 on Thursday, hitting $55.86. The stock had a trading volume of 1,145,403 shares, compared to its average volume of 1,066,787. Ambarella, Inc. has a one year low of $38.86 and a one year high of $96.69. The stock’s 50-day simple moving average is $62.88 and its two-hundred day simple moving average is $74.49. The stock has a market cap of $2.40 billion, a price-to-earnings ratio of -31.38 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.03. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The business had revenue of $100.87 million during the quarter, compared to analysts’ expectations of $100.17 million. During the same quarter in the prior year, the company posted $0.11 EPS. The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. As a group, equities analysts predict that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Ambarella News Roundup

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Company showcased agentic AI and edge processing use cases at Embedded World, reinforcing Ambarella’s positioning in high-growth edge-AI vision chips and software — a potential catalyst for revenue growth if design wins follow. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage highlights the ongoing shift of compute to edge devices (Edge AI / IoT), which supports Ambarella’s market opportunity for computer-vision and AI accelerator IP. This narrative can support multiple-quarter revenue upside if Ambarella converts momentum into wins. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Sector-level strength around AI chips (e.g., coverage noting Intel and chip valuations rising) is boosting sentiment for semiconductor names generally, which can lift AMBA even if company-specific catalysts are mixed. Intel Tops Valuation List as AI Hype Lifts Chip Stocks
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes (likely a data glitch). Given the unreliable figures, short-interest is not a clear near-term driver based on the current reports.
• Negative Sentiment: Significant insider selling disclosed this week: CEO Feng‑Ming Wang sold shares on Mar 17 and Mar 19 (combined ~27,059 shares at ~\$52.77–\$54.14); other senior insiders (VPs, CFO, and directors) also sold multiple blocks across the same dates. Large, clustered insider sales often weigh on sentiment even if described as diversification. SEC filing (CEO sale example) here: SEC Filing – Insider Sales

Institutional Trading of Ambarella

Institutional investors and hedge funds have recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD boosted its position in Ambarella by 2,312.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 864,610 shares of the semiconductor company’s stock valued at $61,250,000 after acquiring an additional 828,773 shares in the last quarter. UBS Group AG raised its position in shares of Ambarella by 379.3% in the 3rd quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after acquiring an additional 650,306 shares in the last quarter. Squarepoint Ops LLC bought a new position in shares of Ambarella in the 2nd quarter worth approximately $36,810,000. Barclays PLC lifted its stake in shares of Ambarella by 121.7% in the 3rd quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock valued at $63,962,000 after purchasing an additional 425,546 shares during the period. Finally, Balyasny Asset Management L.P. boosted its position in shares of Ambarella by 894.7% during the second quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company’s stock valued at $30,361,000 after purchasing an additional 413,362 shares in the last quarter. 82.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Bank of America increased their price objective on Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Wall Street Zen cut Ambarella from a “buy” rating to a “hold” rating in a research note on Saturday, December 27th. Weiss Ratings restated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, January 21st. Roth Mkm reaffirmed a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Finally, Rosenblatt Securities lifted their price target on shares of Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $96.00.

Ambarella Company Profile

Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella’s platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.

Ambarella’s product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.